Premier Relationship Consultant

BOK Financial; Dallas (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

The Premier Relationship Consultant at BOK Financial Corporation Group improves delivery of Financial Planning products across banking centers by designing, communicating, and executing training, coaching, and business development activities. The role covers cash flow planning, investments, retirement, and protection, and supports the Investment Services team.

It is a producer and expert resource for BOKFA and the Branch Delivery Channel, with regular travel to provide hands-on coaching and

Qualifications

• Bachelor’s degree and 1–2 years of investments/financial planning or 4–7 years equivalent work experience.
• Strong communication and customer service skills.
• Willingness to travel within the assigned footprint.

Responsibilities

• Establish training modules and improve consultative selling skills in consumer branches.
• Make outbound calls to participants to follow up on conversations.
• Provide exceptional customer service and act as problem solver with financial planning knowledge.
• Update the referral system with timely feedback and referrals disposition.
• Coach agents by listening to participant calls to identify referral opportunities.

Skills

Training

Coaching

Business development

Interpersonal skills

Education

Bachelor’s degree

Job description

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Areas of Interest: Financial Advisor; Relationship Management; Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 12/31/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Bonus Type

Discretionary

Summary

You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Premier Relationship Consultant (PRC). If you are a people person and relationship builder, this role is for you!

Job Description

The Premier Relationship Consultant is primarily responsible for improving the delivery of Financial Planning products and services for an assigned group of banking centers by planning, designing, communicating, and executing a specific scope of activities such as training, coaching, business development, and skill assessments. This will cover a range of financial planning categories, including helping clients manage cash flow, invest properly, retire comfortably, and protect themselves from an unforeseen expense and emergency.

The Premier Relationship Consultant will also support the Investment Services team with a variety of training needs, and business development activities. The Premier Relationship Consultant is both a producer and expert resource for BOKFA, and the Branch Delivery Channel

The Premier Relationship Consultant will be primarily responsible for driving sals and revenue growth across all branches within thier assigned footprint. This role requires regular travel throuhout the assigned market to provide in-person sales coaching, relationship managment support, and branch partnership. Additionally, the consultant will periodically support other markets and the broker-dealer platform through on-site and remote engagement as business needs dictate.

Team Culture

Collaboration and inclusion are the keys to success with this fast-paced team. While each person holds an area of expertise, we all lean in to support the customer. Through weekly meetings, group huddles, and 1x1 peer training, everyone is given the opportunity to brainstorm, ask questions, and find solutions. We support and lift one another up to achieve more together.

How You'll Spend Your Time

• You’ll establish a training module and improve consumer branches’ consultative selling skills.
• You’ll make outbound calls, when necessary, to participants to follow up on previous conversations.
• You’ll provide exceptional customer service and be a problem solver. This will require a strong knowledge of the financial planning process and highly developed organizational skills.
• You’ll update the Enterprise Referral system with timely feedback and the disposition of referrals.
• You’ll listen to participant calls with consumer branches to provide coaching and training to help agents identify referral opportunities.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 1-2 years of experience in investments/financial planning or 4-7 years equivalent work experience.

Working Conditions & Physical Requirements

Office

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Top 3 reasons to apply

Investing in our talent and building a great workplace is a top priority for us.

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.2 billion in assets*
• $129.3 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• 56,000 volunteer hours by our employees in 2025

Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth
Job Segment: Bank, Banking, Relationship Manager, Finance, Customer Service